AMZN

No pick this week. Big tech sold off on cash flow — not demand — with Alphabet's worst day ever, and the Aerospace & Defense review closes with sell calls on GD and TXT.

No pick this week as the Magnificent 7 earnings shake out — Microsoft makes history, Apple and Meta stumble, and the AI trade starts rewarding proven monetization only.

No pick this week as four mega-cap earnings reports and a Fed meeting loom — but Netflix is on sale at a 27% discount with 35–50% upside implied by analysts.